What hedge funds are most similar to Kesler, Norman & Wride, LLC?

The funds with the most similar 13F portfolios to Kesler, Norman & Wride, LLC are Somerset, BRADY FAMILY WEALTH, MATTERN, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Kesler, Norman & Wride

13F Portfolio OverlapQ2 2026Kesler, Norman & Wride portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kesler, Norman & Wride, LLC is an institutional investor managing $631M across 271 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kesler, Norman & Wride are Somerset, BRADY FAMILY WEALTH, MATTERN, with shared positions in $ADI, $GD, $LHX, $AMGN, $CB, $BLK. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $GD $LHX $AMGN $CB $BLK

$354M

186 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 11 shared positions

$ADI $CB $TXN $GD $BLK $AMGN

$346M

113 positions

#3MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 12 shared positions

$COR $CB $GD $TXN $NEE $LHX

$857M

166 positions

#4Petros Family Wealth, LLCPassive

Notable overlap · 11 shared positions

$LHX $AMGN $BLK $PSX $ADI $EMR

$164M

134 positions

#5Stonebridge Financial Group, LLCPassive

Notable overlap · 12 shared positions

$ADI $NEE $GD $EMR $CB $AMGN

$1.3B

275 positions

#6BKM Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ADI $BLK $AMGN $LHX $NEE $GD

$282M

148 positions

#7Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ADI $TXN $BLK $AMGN $NEE $UNP

$170M

61 positions

#8Mendel Capital Management LLCActive

Notable overlap · 8 shared positions

$KR $PH $LHX $AMGN $BLK $LMT

$222M

99 positions

#9JGP Wealth Management, LLCActive

Notable overlap · 8 shared positions

$ADI $LHX $AMGN $NEE $APD $LOW

$1.1B

231 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$TXN $BLK $AMGN $UNP $NEE $PSX

$529M

75 positions

#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TXN $PSX $GD $NEE $APD $EMR

$272M

149 positions

#12NovaPoint Capital, LLCPassive

Notable overlap · 7 shared positions

$GD $CB $TXN $LHX $UNP $APD

$481M

161 positions

#13Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$PH $BLK $UNP $AMGN $LMT $SYK

$856M

89 positions

#14UNITED BANKActive

Notable overlap · 8 shared positions

$TXN $GD $AMGN $BLK $APD $LMT

$853M

130 positions

#15Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$ADI $TXN $CB $GD $PH $AMGN

$170M

111 positions

#16Phoenix Wealth AdvisorsActive

Notable overlap · 7 shared positions

$ADI $CB $UNP $NEE $APD $AMGN

$297M

129 positions

#17FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$PH $CB $UNP $NEE $LMT $SYK

$383M

74 positions

#18EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$GD $TXN $UNP $NEE $AMGN $LMT

$1.3B

58 positions

#19Brown Miller Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$CB $ADI $NEE $LOW $ABT $GD

$397M

204 positions

#20CROBANPassive

Notable overlap · 6 shared positions

$KR $GD $AMGN $UNP $NEE $LMT

$227M

81 positions

#21Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$GD $TXN $AMGN $EMR $LMT $APD

$261M

101 positions

#22Mattern Wealth Management LLCActive

Notable overlap · 11 shared positions

$ADI $PSX $LOW $NEE $BLK $EMR

$609M

183 positions

#23Boit C F DavidPassive

Notable overlap · 8 shared positions

$ADI $CB $PH $LMT $SYK $ABT

$238M

85 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$CB $BLK $AMGN $PSX $ADI $EMR

$201M

57 positions

#25Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$TXN $UNP $AMGN $EMR $APD $LOW

$108M

52 positions

Compare Kesler, Norman & Wride’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kesler, Norman & Wride’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.